Insurance Specialist - BFSI

- Maintaining client relationships: They may reach out to clients periodically to review their policies and ensure that their coverage remains appropriate for their needs.

- Managing Client portfolios: IS needs oversee the portfolios of the clients, which includes reviewing performance, and identifying opportunities to grow the insurance portfolio.

- Staying up to date on industry developments: Insurance specialists must stay up to date on the latest developments in the insurance industry.

- Meeting sales targets: IS are responsible for meeting sales targets set by their organization. They must be able to develop and implement sales strategies to achieve these targets.

- Managing insurance claims: Help clients navigate the claims process, ensuring that all necessary documentation is submitted and that the claim is processed in a timely manner.